Roy Gagaza
Financial Professional
After a distinguished 25-year career as an officer in the U.S.Army, Roy Gagaza transitioned to the financial sector, where he has continued to demonstrate exceptional leadership. His military service, decorated with two Bronze Stars for bravery, laid a strong foundation for his role in the financial industry, where he now leads with integrity and strategic insight.
Educational Beginnings and Entrepreneurial Leap
His finance journey was underpinned by his educational pursuits at San Jose State University, where he graduated with a degree in business marketing in 1988. This academic background and his robust military experience gave him a unique perspective on leadership and financial management. In 2010, he leveraged this experience to launch Journey Wealth Management, LLC, which expanded to include offices across Hawaii and California, reflecting his ambition and commitment to client service.
Expertise in Financial Planning and Wealth Management
His professional credentials include certifications as a Financial Professional, Certified Estate Planner (CEP), and Registered Financial Consultant (RFC). These qualifications underscore his expertise and enable him to provide tailored financial advice that meets the specific needs of his diverse clientele. He is also licensed to offer insurance services in Hawaii and California, adding another layer of depth to his financial solutions.
Recognition and Awards
The financial community has repeatedly recognized his contributions and commitment to excellence. Alongside his wife, Patricia Gagaza, the CFO and co-founder of Journey Wealth Management, he was inducted into the Advisors Excel Hall of Fame in 2023. His receipt of the Advisors Excel Elite AdvisorAward each year since 2018 highlights his continuous commitment to excellence in financial advisory services.
AFamily-Oriented Life
His life outside the office is centered around his family. He and Patricia have raised three children, all pursuing successful careers influenced by their parents' example. His passions include diving, golf, global travel, and literature, which offer him relaxation and a broader perspective on the world a perspective he brings back to his work with clients.
Active Community Involvement
Beyond his family and personal interests, he is deeply integrated into his community. He actively supports local educational efforts, collaborates with law enforcement, and engages with business networks to foster economic development. His commitment extends to financial education, where he leads seminars and workshops to enhance financial literacy among clients and community members.
Client-Centric Financial Services
His philosophy in financial planning is rooted in personalized service. He shuns the impersonal, quick-fix solutions in today's financial services, focusing instead on developing long-standing relationships with his clients. This approach lets him deeply understand their situations and provide customized advice for their long-term financial goals.
Balanced Financial Strategies
In his practice, he advocates for a prudent yet proactive approach to financial management. He skillfully balances risk with potential gains, providing strategies to protect his client's assets while capitalizing on growth opportunities. This balanced approach has helped many of his clients achieve financial security and peace of mind.
Support for Military Families
Given his military background, he is exceptionally dedicated to supporting fellow veterans and their families. He understands their unique financial challenges and offers specialized services to help them transition smoothly from military to civilian life. His efforts aim to ensure they receive the financial guidance and support necessary to build prosperous post-service lives.
Legacy of Excellence and Integrity
Roy Gagaza's influence in the financial industry extends far beyond the offices of Journey Wealth Management, LLC. He has established a lasting legacy of excellence through his leadership, commitment to client success, and community involvement.As he continues guiding his clients toward financial security, his career remains a testament to the power of integrity, service, and strategic insight in shaping successful outcomes in life and business.